Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $23.4B
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.85B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$59.1M
3
+$53.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$49.5M
5
CPRT icon
Copart
CPRT
+$46.8M

Top Sells

1
+$66.2M
2
+$66.1M
3
+$37.5M
4
PCAR icon
PACCAR
PCAR
+$30.4M
5
META icon
Meta Platforms (Facebook)
META
+$29.4M

Sector Composition

1 Financials 17.01%
2 Technology 17%
3 Consumer Discretionary 11.26%
4 Industrials 7.39%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$206K ﹤0.01%
+1,596
627
$206K ﹤0.01%
+3,805
628
$201K ﹤0.01%
+2,580
629
$193K ﹤0.01%
+28,318
630
$188K ﹤0.01%
15,600
631
$162K ﹤0.01%
10,000
632
$157K ﹤0.01%
11,158
-125
633
$154K ﹤0.01%
+10,000
634
$146K ﹤0.01%
13,253
+184
635
$131K ﹤0.01%
+23,844
636
$128K ﹤0.01%
+13,245
637
$128K ﹤0.01%
+16,496
638
$126K ﹤0.01%
+25,214
639
$124K ﹤0.01%
+11,353
640
$108K ﹤0.01%
13,200
641
$103K ﹤0.01%
+36,008
642
$94.3K ﹤0.01%
+11,380
643
$87.7K ﹤0.01%
+29,716
644
$81K ﹤0.01%
+36,334
645
$56.4K ﹤0.01%
+12,000
646
$41.1K ﹤0.01%
+10,000
647
$25.5K ﹤0.01%
+10,000
648
$13.8K ﹤0.01%
+3,000
649
$481 ﹤0.01%
23,215
-2,493
650
$34 ﹤0.01%
18,647
23 24 25
26
27